Cover Pages

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Cover Pages are used when attaching external PDFs for signing.

Check out our video tutorial or read the step-by-step instructions below!

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1. Click Forms in the left menu then click Create at the top right of the screen.

   

2. Enter Cover Page into the Search Forms field.

3. Select the desired cover page from the list available.

4. Type a name for your cover page in the Description area at the top of the screen, select the cover page from the list, then click Create.

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   We recommend using one of the Sales Cover Pages.

   

5. You will now be redirected into the selected cover page.

6. To attach a PDF, follow the instructions here.

7. Edit and complete as required following the directions outlined above.

8. Once completed, click the Save button at the top right of the page. If you have only partially completed the form, clicking the Save button or the Close button will save the work in progress.

   

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To return to the form for further editing or completion, please see the PDF Completion Guide.